Civic Intelligence

David E Simon & Jacqueline S Simon Charitable Foundation

990PF • Fiscal year 2020 • EIN 14-1859319

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 28, 2021

Organization Profile
PO Box 78394Indianapolis, IN 46278

(317) 636-1600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

87th percentile

47%

Higher net margin than 87% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

40th percentile

3.4%

Faster asset growth than 40% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-35%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$64,778,512

Up $2,100,336 (+3.4%) from 2019

Net Assets

Up

$64,773,352

Up $2,096,036 (+3.3%) from 2019

Liabilities

Up

$5,160

Up $4,300 (+500%) from 2019

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin87th percentile

Revenue

Down

$4,951,397

Down $2,676,026 (-35%) from 2019

Expenses

Down

$2,625,869

Down $358,688 (-12%) from 2019

Net Income

Down

$2,325,528

Down $2,317,338 (-50%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $470,578Liabilities 2011: $02011Assets 2012: $1,066,605Liabilities 2012: $02012Assets 2013: $3,955,848Liabilities 2013: $02013Assets 2014: $50,990,235Liabilities 2014: $02014Assets 2015: $52,939,474Liabilities 2015: $02015Assets 2019: $62,678,176Liabilities 2019: $860Net Assets 2019: $62,677,3162019Assets 2020: $64,778,512Liabilities 2020: $5,160Net Assets 2020: $64,773,3522020Assets 2021: $65,788,434Liabilities 2021: $0Net Assets 2021: $65,788,4342021Assets 2022: $61,097,529Liabilities 2022: $0Net Assets 2022: $61,097,5292022Assets 2023: $56,967,217Liabilities 2023: $12023Assets 2024: $53,389,039Liabilities 2024: $0Net Assets 2024: $53,389,0392024

Highlighted filing

2020

Assets$64,778,512
Liabilities$5,160
Net Assets$64,773,352
Open 2020 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $1,519,855Expenses 2011: $976,227Net Income 2011: $543,6282011Revenue 2012: $1,629,937Expenses 2012: $968,028Net Income 2012: $661,9092012Revenue 2013: $4,100,094Expenses 2013: $1,145,851Net Income 2013: $2,954,2432013Revenue 2014: $50,786,327Expenses 2014: $3,715,606Net Income 2014: $47,070,7212014Revenue 2015: $6,839,151Expenses 2015: $4,634,912Net Income 2015: $2,204,2392015Revenue 2019: $7,627,423Expenses 2019: $2,984,557Net Income 2019: $4,642,8662019Revenue 2020: $4,951,397Expenses 2020: $2,625,869Net Income 2020: $2,325,5282020Revenue 2021: $4,621,489Expenses 2021: $3,208,533Net Income 2021: $1,412,9562021Revenue 2022: $1,641,869Expenses 2022: $4,940,909Net Income 2022: -$3,299,0402022Revenue 2023: $2,438,463Expenses 2023: $8,016,331Net Income 2023: -$5,577,8682023Revenue 2024: $2,899,604Expenses 2024: $6,935,601Net Income 2024: -$4,035,9972024

Highlighted filing

2020

Revenue$4,951,397
Expenses$2,625,869
Net Income$2,325,528
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 28, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID E SIMONTrustee-$0--
JACQUELINE S SIMONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David E Simon & Jacqueline S Simon
EIN
14-1859319
Phone
3176361600
Address
PO BOX 78394, INDIANAPOLIS, IN 46278

Signing Officer

Name
David Simon
Title
Trustee
Phone
3176361600
Signed
2021-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
9365 COUNSELORS ROW SUITE 200, INDIANAPOLIS, IN 46240
Preparer
Patti M Howard CPA
Phone
3175749100
Raw XML AppendixShowing 400 of 798 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt07130
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01426
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05704
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AIR PRODUCTS & CHEMICALS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ALTRIA GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2AMERN EXPRESS CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3AMGEN INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4AMGEN INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5ANTHEM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6AT&T INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7BERKSHIRE HATHAWAY ENERGY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8BK OF AMER CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9BK OF AMER CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10CAP ONE FINL CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11CAPITAL ONE FINANCIAL CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12CHUBB INA HOLDINGS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13CIGNA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14CITIGROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15CLOROX CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16EATON CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17EOG RES INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18EVERNORTH HEALTH INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19EXXON MOBIL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20GEN DYNAMICS CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21GILEAD SCIENCES INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22GOLDMAN SACHS GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23HOME DEPOT INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24HUNTINGTON NATL BK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25IBM CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26INTERCONTINENTALEXCHANGE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27JOHN DEERE CAP CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28JPM MANAGED INCOME FD - USD - L
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29MORGAN STANLEY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30NEXTERA ENERGY CAP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31PAYPAL HOLDINGS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32PAYPAL HOLDINGS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33PEPSICO INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34PHILIP MORRIS INTL INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35PHILLIPS 66
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36SIMON PPTY GROUP LP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37ST STR CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm38STRYKER CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm39SYSCO CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40TOYOTA MTR CR CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41TRUIST FIN CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm42TYCO ELECTRONICS GROUP S
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43UN PAC CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44UTD PARCEL SVC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45VERIZON COMMUNICATIONS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm46WALMART INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm47WALT DISNEY COMPANY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm48WASTE MANAGEMENT INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm49WELLS FARGO & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm50WELLS FARGO & COMPANY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0692650
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1698011
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2749421
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3381426
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4295266
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5762555
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6525901
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7734424
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8302143
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9480858
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10482864
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11312113
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12581250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13654775
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14756964
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15696530
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16627089
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17345883
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt18148251
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19751073
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20754005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21371000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt22576218
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt23268109
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt24741056
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt25740006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt26744934
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt27730118
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2814264207
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt29263828
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt30338184
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt31390087
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt32411214
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt33412226
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt34469474
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt35702691
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt36734271
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt37435937
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt38350539
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt39663687
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt40777457
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt41295793
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt42675871
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt43403436
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt44732088
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt45711569
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt46719727
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt47334131
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt48243519
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt49575385
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt50203026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0692650
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1698011
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2749421
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3381426
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4295266
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5762555
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6525901
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7734424
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8302143
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9480858
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10482864
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11312113
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12581250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13654775
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14756964
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15696530
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16627089
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17345883
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18148251
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19751073
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20754005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt21371000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt22576218
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt23268109
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt24741056
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt25740006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt26744934
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt27730118
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2814264207
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt29263828
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt30338184
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt31390087
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt32411214
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt33412226
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt34469474
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt35702691
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt36734271
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt37435937
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt38350539
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt39663687
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt40777457
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt41295793
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt42675871
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt43403436
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt44732088
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt45711569
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt46719727
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt47334131
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt48243519
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt49575385
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt50203026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0963550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt035,000 UNITS BLACKSTONE MORTGAGE TRUST, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0963550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0985748
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1185135
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-199387
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-199387
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01426
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05704
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07130
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02531135
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02531135
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05150784
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0985748
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0985748
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02325528
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012798021
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1185135
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0923428
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt056616
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt057216
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt030388
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02532561
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt062320
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02625869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0985748
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04951397
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01426
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt062320
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt094734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04972502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17741005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21269649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt032939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt151547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1269649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt032939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt151547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1269649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05005441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17792552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES F6003 - ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES F6003 - LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FLYWHEEL SPORTS, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1185135
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02325528
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0454143
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0224651
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt065227495
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt062677316
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt064773352
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03192154
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03192154
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03192154
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03204990
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012836
IRS990PF/DistributableAmountGrp/TotalTaxAmt012836
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt013204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt026040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012836
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012836
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012836
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt026040
IRS990PF/FMVAssetsEOYAmt064778512
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt040169572
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt041013240
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt041013240
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt047450
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02572350
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0963550
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0963550
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0860
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt05160
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt062677316
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt064773352
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt019888804
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt022801722
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt022801722
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt062678176
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt064778512
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt064778512
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0860
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05160
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt062678176
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt064778512
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt062677316
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt064773352
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt065075939
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022566431
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt042509508
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0976139
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03204990
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt064099800
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt065075939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID E SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JACQUELINE S SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 78394
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 78394
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046278
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd146278
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02532561
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02532561
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02532561
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID SIMON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09001 COLLINS AVENUE UNITS 411 412
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SURFSIDE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033154
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03176361600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVID AND JACQUELINE SIMON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03176361600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 78394
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd046278
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID E SIMON
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JACQUELINE S SIMON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0681000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt754085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt850000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt950000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1230000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1425000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,778,512
Liabilities
$5,160
Net assets
$64,773,352
Revenue
$4,951,397
Expenses
$2,625,869
Net income
$2,325,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.4$0.00$53.4$2.90$6.94$4.04
2023Summary only. Only limited summary data is available for this year.$57.0$0.00$2.44$8.02$5.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$0.00$61.1$1.64$4.94$3.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.8$0.00$65.8$4.62$3.21$1.41
2020Detailed filing. Detailed filing data is available for this year.$64.8$0.01$64.8$4.95$2.63$2.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.7$0.00$62.7$7.63$2.98$4.64
2015Summary only. Only limited summary data is available for this year.$52.9$0.00$6.84$4.63$2.20
2014Summary only. Only limited summary data is available for this year.$51.0$0.00$50.8$3.72$47.1
2013Summary only. Only limited summary data is available for this year.$3.96$0.00$4.10$1.15$2.95
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$1.63$0.97$0.66
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$1.52$0.98$0.54